Wilson & Boucher Capital Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Wilson & Boucher Capital Management’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$209K	Buy	+400	New	+$200K	0.12%	117
2025 Q1	–	Sell	-500	Closed	-$213K	–	109
2024 Q4	$213K	Hold	500	–	–	0.15%	106
2024 Q3	$212K	Buy	+500	New	+$203K	0.15%	110

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wilson & Boucher Capital Management's DIA Position: Q2 2026 in Review

Wilson & Boucher Capital Management opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 400 shares worth $209K. The stake represents 0.12% of the portfolio and ranks #117 among its holdings. This is a return to the name: Wilson & Boucher Capital Management previously reported a position in DIA as recently as Q4 2024.

Wilson & Boucher Capital Management first reported a position in DIA in Q3 2024 and has held it in 3 quarters since. The position peaked at $213K in Q4 2024. 1,453 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Wilson & Boucher Capital Management held 400 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $209K as of Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust was a new Wilson & Boucher Capital Management position in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.12% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #117 holding.
Wilson & Boucher Capital Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and has held it in 3 quarters since.
Wilson & Boucher Capital Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $213K in Q4 2024.
1,453 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.